Senior Customer Support Representative - new-customer onboarding (Richmond, VA)
Clearpath Rook Financial Group · Richmond, VA · full time
We are growing our team at Clearpath Rook Financial Group and adding a Senior Customer Support Representative whose main responsibility will be new-customer onboarding.
Trust is the product, so accuracy and clarity matter.
What you will do
• Answer questions by phone, email and chat in a friendly and clear way.
• Share recurring problems with the team so they can be fixed.
• Document every interaction and follow up when you promise to.
• Resolve billing and account issues, including payment disputes, on the first contact when possible.
• Escalate complex cases with all details attached.
What we are looking for
• Patience with people who are stressed or upset.
• Clear spoken and written communication.
• One or more years in customer service.
Nice to have
• Bilingual English and Spanish.
• Experience with payment disputes.
Working arrangement
• Full-time, with a steady weekday schedule.
• On site in Richmond.
• Applications are reviewed on a rolling basis.
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